See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,021 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,516 | $155,795-36.8% | $136,294-27.7% | $69,631+41.5% |
| Participation rate | 92.0% | 75.2%+16.7pp | 81.9%+10.0pp | 70.7%+21.3pp |
| Annual return | 22.32% | 232464.33%-232442.0pp | 5155.94%-5133.6pp | 27571.02%-27548.7pp |
| Employer contribution / active EE | $3,012 | $2,991+0.7% | $4,695-35.8% | $2,032+48.2% |
| Participant deferral / active EE | $10,204 | $5,394+89.2% | $6,247+63.3% | $3,224+216.5% |
| Admin fee / account holder | $16 | $128-87.5% | $9,243-99.8% | $110-85.5% |